Lori Selby, financial advisor Kennewick WA
90 score

Lori Selby

CRD Number: 6332040
Current Firm: Epic Trust Investment Advisors LLC

Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Kennewick, WA and has over 3 years of experience in the finance industry.

Similar Advisors
Jacob Deschenes, financial advisor Kennewick WA
Jacob T. Deschenes
CRD# 5170039
Era Capital Management LLC
Similar Advisors
Jay Freeman, financial advisor Kennewick WA
Jay M. Freeman
CRD# 6406327
Edward Jones
Similar Advisors
Ian Mitz, financial advisor Kennewick WA
Ian G. Mitz
CRD# 4484452
Northwestern Mutual Investment Services,llc
Company Name Location Dates Years
Epic Trust Investment Advisors, LLC Kennewick, WA Mar 2017 - Current 1
Team Elite Networking (ten) Kennewick, WA May 2016 - Current 2
Advocare Richland, WA Feb 2016 - Current 2
Soroptimist Kennewick, WA Oct 2015 - Current 2
Laselby LLC Richland, WA Dec 2014 - Mar 2017 2
Various Insurance Carriers For W&r Insurance Agencies Richland, WA Jul 2014 - Mar 2017 2
Waddell & Reed, Inc. Kennewick, WA May 2014 - Mar 2017 2
Women Helping Women Fund Tri-cities Richland, WA Dec 2015 - Nov 2016 < 1
Washington State University - Tri-cities Richland, WA Aug 2007 - May 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Lori A. Selby
Phone Number: 509-591-0014
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Lori Selby and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.